Create a new report using a POST request.
Example Usage
/services/data/v39.0/analytics/reports
Example Request Body
To create a report, you only have to specify reportMetadata with a name and a reportType to create a new report. Other properties are optional.
{
"reportMetadata": {
"name":"NewReport",
"reportType": {
"type" : "Opportunity"
}
}
}
Example Response Body
The response includes the new report’s reportExtendedMetadata, reportMetadata, and reportTypeMetadata.
{
"reportExtendedMetadata" : {
"aggregateColumnInfo" : {
"RowCount" : {
"dataType" : "int",
"label" : "Record Count"
}
},
"detailColumnInfo" : {
"ROLLUP_DESCRIPTION" : {
"dataType" : "string",
"label" : "Owner Role"
},
"FULL_NAME" : {
"dataType" : "string",
"label" : "Opportunity Owner"
},
"ACCOUNT_NAME" : {
"dataType" : "string",
"label" : "Account Name"
},
"OPPORTUNITY_NAME" : {
"dataType" : "string",
"label" : "Opportunity Name"
},
"STAGE_NAME" : {
"dataType" : "picklist",
"label" : "Stage"
},
"FISCAL_QUARTER" : {
"dataType" : "string",
"label" : "Fiscal Period"
},
"AMOUNT" : {
"dataType" : "currency",
"label" : "Amount"
},
"PROBABILITY" : {
"dataType" : "percent",
"label" : "Probability (%)"
},
"AGE" : {
"dataType" : "int",
"label" : "Age"
},
"CLOSE_DATE" : {
"dataType" : "date",
"label" : "Close Date"
},
"CREATED_DATE" : {
"dataType" : "datetime",
"label" : "Created Date"
},
"NEXT_STEP" : {
"dataType" : "string",
"label" : "Next Step"
},
"LEAD_SOURCE" : {
"dataType" : "picklist",
"label" : "Lead Source"
},
"TYPE" : {
"dataType" : "picklist",
"label" : "Type"
}
},
"groupingColumnInfo" : { }
},
"reportMetadata" : {
"aggregates" : [ "RowCount" ],
"chart" : null,
"crossFilters" : [ ],
"currency" : null,
"description" : null,
"detailColumns" : [ "ROLLUP_DESCRIPTION", "FULL_NAME", "ACCOUNT_NAME", "OPPORTUNITY_NAME", "STAGE_NAME", "FISCAL_QUARTER", "AMOUNT", "PROBABILITY", "AGE", "CLOSE_DATE", "CREATED_DATE", "NEXT_STEP", "LEAD_SOURCE", "TYPE" ],
"developerName" : "DocTest2_mG",
"division" : null,
"folderId" : "005R0000000Kg8cIAC",
"groupingsAcross" : [ ],
"groupingsDown" : [ ],
"hasDetailRows" : true,
"hasRecordCount" : true,
"historicalSnapshotDates" : [ ],
"id" : "00OR0000000PYkiMAG",
"name" : "DocTest2",
"reportBooleanFilter" : null,
"reportFilters" : [ ],
"reportFormat" : "TABULAR",
"reportType" : {
"label" : "Opportunities",
"type" : "Opportunity"
},
"scope" : "organization",
"showGrandTotal" : true,
"showSubtotals" : true,
"sortBy" : [ ],
"standardDateFilter" : {
"column" : "CLOSE_DATE",
"durationValue" : "THIS_FISCAL_QUARTER",
"endDate" : "2016-12-31",
"startDate" : "2016-10-01"
},
"standardFilters" : [ {
"name" : "open",
"value" : "all"
}, {
"name" : "probability",
"value" : ">0"
} ],
"supportsRoleHierarchy" : true,
"userOrHierarchyFilterId" : null
},
"reportTypeMetadata" : {
"categories" : [ {
"columns" : {
"CREATED" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Created By"
},
"CREATED_ALIAS" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Created Alias"
},
"LAST_UPDATE_BY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Last Modified By"
},
"LAST_UPDATE_BY_ALIAS" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Last Modified Alias"
},
"OPPORTUNITY_NAME" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Name"
},
"TYPE" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Existing Business",
"name" : "Existing Business"
}, {
"label" : "New Business",
"name" : "New Business"
} ],
"filterable" : true,
"label" : "Type"
},
"LEAD_SOURCE" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Advertisement",
"name" : "Advertisement"
}, {
"label" : "Employee Referral",
"name" : "Employee Referral"
}, {
"label" : "External Referral",
"name" : "External Referral"
}, {
"label" : "Partner",
"name" : "Partner"
}, {
"label" : "Public Relations",
"name" : "Public Relations"
}, {
"label" : "Seminar - Internal",
"name" : "Seminar - Internal"
}, {
"label" : "Seminar - Partner",
"name" : "Seminar - Partner"
}, {
"label" : "Trade Show",
"name" : "Trade Show"
}, {
"label" : "Web",
"name" : "Web"
}, {
"label" : "Word of mouth",
"name" : "Word of mouth"
}, {
"label" : "Other",
"name" : "Other"
} ],
"filterable" : true,
"label" : "Lead Source"
},
"PARTNER_NAME" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Primary Partner"
},
"AMOUNT" : {
"dataType" : "currency",
"filterValues" : [ ],
"filterable" : true,
"label" : "Amount"
},
"CLOSED" : {
"dataType" : "boolean",
"filterValues" : [ {
"label" : "True",
"name" : "True"
}, {
"label" : "False",
"name" : "False"
} ],
"filterable" : true,
"label" : "Closed"
},
"WON" : {
"dataType" : "boolean",
"filterValues" : [ {
"label" : "True",
"name" : "True"
}, {
"label" : "False",
"name" : "False"
} ],
"filterable" : true,
"label" : "Won"
},
"CLOSE_DATE" : {
"dataType" : "date",
"filterValues" : [ ],
"filterable" : true,
"label" : "Close Date"
},
"CLOSE_DATE2" : {
"dataType" : "date",
"filterValues" : [ ],
"filterable" : true,
"label" : "Close Date (2)"
},
"CLOSE_MONTH" : {
"dataType" : "date",
"filterValues" : [ ],
"filterable" : true,
"label" : "Close Month"
},
"LAST_STAGE_CHANGE_DATE" : {
"dataType" : "datetime",
"filterValues" : [ ],
"filterable" : true,
"label" : "Last Stage Change Date"
},
"NEXT_STEP" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Next Step"
},
"STAGE_NAME" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Prospecting",
"name" : "Prospecting"
}, {
"label" : "Qualification",
"name" : "Qualification"
}, {
"label" : "Needs Analysis",
"name" : "Needs Analysis"
}, {
"label" : "Value Proposition",
"name" : "Value Proposition"
}, {
"label" : "Id. Decision Makers",
"name" : "Id. Decision Makers"
}, {
"label" : "Perception Analysis",
"name" : "Perception Analysis"
}, {
"label" : "Proposal/Price Quote",
"name" : "Proposal/Price Quote"
}, {
"label" : "Negotiation/Review",
"name" : "Negotiation/Review"
}, {
"label" : "Closed Won",
"name" : "Closed Won"
}, {
"label" : "Closed Lost",
"name" : "Closed Lost"
} ],
"filterable" : true,
"label" : "Stage"
},
"PROBABILITY" : {
"dataType" : "percent",
"filterValues" : [ ],
"filterable" : true,
"label" : "Probability (%)"
},
"FISCAL_QUARTER" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Fiscal Period"
},
"FISCAL_YEAR" : {
"dataType" : "int",
"filterValues" : [ ],
"filterable" : true,
"label" : "Fiscal Year"
},
"AGE" : {
"dataType" : "int",
"filterValues" : [ ],
"filterable" : true,
"label" : "Age"
},
"STAGE_DURATION" : {
"dataType" : "int",
"filterValues" : [ ],
"filterable" : true,
"label" : "Stage Duration"
},
"FORECAST_CATEGORY" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Omitted",
"name" : "Omitted"
}, {
"label" : "Pipeline",
"name" : "Pipeline"
}, {
"label" : "Best Case",
"name" : "Best Case"
}, {
"label" : "Commit",
"name" : "Commit"
}, {
"label" : "Closed",
"name" : "Closed"
} ],
"filterable" : true,
"label" : "Forecast Category"
},
"OPPORTUNITY_ID" : {
"dataType" : "id",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity ID"
},
"LAST_ACTIVITY" : {
"dataType" : "date",
"filterValues" : [ ],
"filterable" : true,
"label" : "Last Activity"
},
"DESCRIPTION" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Description"
},
"HASOPPLINEITEM" : {
"dataType" : "boolean",
"filterValues" : [ {
"label" : "True",
"name" : "True"
}, {
"label" : "False",
"name" : "False"
} ],
"filterable" : true,
"label" : "Has Products"
},
"CREATED_DATE" : {
"dataType" : "datetime",
"filterValues" : [ ],
"filterable" : true,
"label" : "Created Date"
},
"LAST_UPDATE" : {
"dataType" : "datetime",
"filterValues" : [ ],
"filterable" : true,
"label" : "Last Modified Date"
}
},
"label" : "Opportunity Information"
}, {
"columns" : {
"FULL_NAME" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner"
},
"ROLLUP_DESCRIPTION" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Owner Role"
},
"ALIAS" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner Alias"
},
"OWNER_EMAIL" : {
"dataType" : "email",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner Email"
},
"OWNER_PHONE" : {
"dataType" : "phone",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Phone"
},
"OWNER_MOBILE_PHONE" : {
"dataType" : "phone",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Mobile Phone"
},
"OWNER_MANAGER" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Manager"
},
"OWNER_TITLE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Title"
},
"OWNER_COMPANY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Company"
},
"OWNER_DEPARTMENT" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Department"
},
"OWNER_DIVISION" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Division"
},
"OWNER_PROFILE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Opportunity Owner: Profile"
},
"OWNER_ACTIVE" : {
"dataType" : "boolean",
"filterValues" : [ {
"label" : "True",
"name" : "True"
}, {
"label" : "False",
"name" : "False"
} ],
"filterable" : true,
"label" : "Opportunity Owner: Active"
}
},
"label" : "Opportunity Owner Information"
}, {
"columns" : {
"ACCOUNT_NAME" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account Name"
},
"ACCOUNT_OWNER" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account Owner"
},
"ACCOUNT_OWNER_ALIAS" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account Owner Alias"
},
"PARENT_NAME" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Parent Account"
},
"PARENT_ID" : {
"dataType" : "id",
"filterValues" : [ ],
"filterable" : true,
"label" : "Parent Account ID"
},
"SALES" : {
"dataType" : "currency",
"filterValues" : [ ],
"filterable" : true,
"label" : "Annual Revenue"
},
"ACCOUNT_TYPE" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Analyst",
"name" : "Analyst"
}, {
"label" : "Competitor",
"name" : "Competitor"
}, {
"label" : "Customer",
"name" : "Customer"
}, {
"label" : "Integrator",
"name" : "Integrator"
}, {
"label" : "Investor",
"name" : "Investor"
}, {
"label" : "Partner",
"name" : "Partner"
}, {
"label" : "Press",
"name" : "Press"
}, {
"label" : "Prospect",
"name" : "Prospect"
}, {
"label" : "Reseller",
"name" : "Reseller"
}, {
"label" : "Other",
"name" : "Other"
} ],
"filterable" : true,
"label" : "Account Type"
},
"INDUSTRY" : {
"dataType" : "picklist",
"filterValues" : [ {
"label" : "Agriculture",
"name" : "Agriculture"
}, {
"label" : "Apparel",
"name" : "Apparel"
}, {
"label" : "Banking",
"name" : "Banking"
}, {
"label" : "Biotechnology",
"name" : "Biotechnology"
}, {
"label" : "Chemicals",
"name" : "Chemicals"
}, {
"label" : "Communications",
"name" : "Communications"
}, {
"label" : "Construction",
"name" : "Construction"
}, {
"label" : "Consulting",
"name" : "Consulting"
}, {
"label" : "Education",
"name" : "Education"
}, {
"label" : "Electronics",
"name" : "Electronics"
}, {
"label" : "Energy",
"name" : "Energy"
}, {
"label" : "Engineering",
"name" : "Engineering"
}, {
"label" : "Entertainment",
"name" : "Entertainment"
}, {
"label" : "Environmental",
"name" : "Environmental"
}, {
"label" : "Finance",
"name" : "Finance"
}, {
"label" : "Food & Beverage",
"name" : "Food & Beverage"
}, {
"label" : "Government",
"name" : "Government"
}, {
"label" : "Healthcare",
"name" : "Healthcare"
}, {
"label" : "Hospitality",
"name" : "Hospitality"
}, {
"label" : "Insurance",
"name" : "Insurance"
}, {
"label" : "Machinery",
"name" : "Machinery"
}, {
"label" : "Manufacturing",
"name" : "Manufacturing"
}, {
"label" : "Media",
"name" : "Media"
}, {
"label" : "Not For Profit",
"name" : "Not For Profit"
}, {
"label" : "Other",
"name" : "Other"
}, {
"label" : "Recreation",
"name" : "Recreation"
}, {
"label" : "Retail",
"name" : "Retail"
}, {
"label" : "Shipping",
"name" : "Shipping"
}, {
"label" : "Technology",
"name" : "Technology"
}, {
"label" : "Telecommunications",
"name" : "Telecommunications"
}, {
"label" : "Transportation",
"name" : "Transportation"
}, {
"label" : "Utilities",
"name" : "Utilities"
} ],
"filterable" : true,
"label" : "Industry"
},
"EMPLOYEES" : {
"dataType" : "int",
"filterValues" : [ ],
"filterable" : true,
"label" : "Employees"
},
"ACCOUNT_ID" : {
"dataType" : "id",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account ID"
},
"ACCOUNT_LAST_ACTIVITY" : {
"dataType" : "date",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account: Last Activity"
},
"ACCOUNT_CREATED_DATE" : {
"dataType" : "datetime",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account: Created Date"
},
"ACCOUNT_LAST_UPDATE" : {
"dataType" : "datetime",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account: Last Modified Date"
},
"ACCOUNT_DESCRIPTION" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Account Description"
}
},
"label" : "Account: General"
}, {
"columns" : {
"ADDRESS1_STREET" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Street"
},
"ADDRESS1_LINE1" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Address Line 1"
},
"ADDRESS1_LINE2" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Address Line 2"
},
"ADDRESS1_LINE3" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Address Line 3"
},
"ADDRESS1_CITY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing City"
},
"ADDRESS1_STATE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing State/Province"
},
"ADDRESS1_ZIP" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Zip/Postal Code"
},
"ADDRESS1_COUNTRY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Billing Country"
},
"ADDRESS2_STREET" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Street"
},
"ADDRESS2_LINE1" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Address Line 1"
},
"ADDRESS2_LINE2" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Address Line 2"
},
"ADDRESS2_LINE3" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Address Line 3"
},
"ADDRESS2_CITY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping City"
},
"ADDRESS2_STATE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping State/Province"
},
"ADDRESS2_ZIP" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Zip/Postal Code"
},
"ADDRESS2_COUNTRY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Shipping Country"
}
},
"label" : "Account: Address"
}, {
"columns" : {
"PHONE1" : {
"dataType" : "phone",
"filterValues" : [ ],
"filterable" : true,
"label" : "Phone"
},
"PHONE2" : {
"dataType" : "phone",
"filterValues" : [ ],
"filterable" : true,
"label" : "Fax"
},
"URL" : {
"dataType" : "url",
"filterValues" : [ ],
"filterable" : true,
"label" : "Website"
}
},
"label" : "Account: Ph/Fax"
}, {
"columns" : {
"CONTACT" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Primary Contact"
},
"CON.TITLE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Contact: Title"
},
"CON.PHONE" : {
"dataType" : "phone",
"filterValues" : [ ],
"filterable" : true,
"label" : "Contact: Phone"
},
"CON.EMAIL" : {
"dataType" : "email",
"filterValues" : [ ],
"filterable" : true,
"label" : "Contact: Email"
}
},
"label" : "Primary Contact"
}, {
"columns" : {
"CON.ADDRESS2_STREET" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Street"
},
"CON.ADDRESS2_LINE1" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Address Line 1"
},
"CON.ADDRESS2_LINE2" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Address Line 2"
},
"CON.ADDRESS2_LINE3" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Address Line 3"
},
"CON.ADDRESS2_CITY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing City"
},
"CON.ADDRESS2_STATE" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing State/Province"
},
"CON.ADDRESS2_ZIP" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Zip/Postal Code"
},
"CON.ADDRESS2_COUNTRY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Mailing Country"
},
"CON.ADDRESS1_STREET" : {
"dataType" : "textarea",
"filterValues" : [ ],
"filterable" : true,
"label" : "Other Street"
},
"CON.ADDRESS1_LINE1" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Other Address Line 1"
},
"CON.ADDRESS1_LINE2" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Other Address Line 2"
},
"CON.ADDRESS1_LINE3" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
"label" : "Other Address Line 3"
},
"CON.ADDRESS1_CITY" : {
"dataType" : "string",
"filterValues" : [ ],
"filterable" : true,
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